Treasury Analytics Associate
On-site · Columbus, Ohio, United States
Job Summary
Lead balance sheet analytics for Consumer & Community Banking's $1T+ retail deposit portfolio, design and execute financial analyses to guide business decisions, and deliver high-quality, well-structured presentations to senior audiences. Build and influence cross-functional teams, leveraging dashboards, AI tools, and automation to reduce errors and increase processing speed. Communicate insights clearly to finance and non-finance stakeholders, refine balance sheet strategy, and provide strategic insights on macroeconomic and industry trends relevant to retail banking. Strong emphasis on data preparation, data integrity, and the ability to solve ambiguous problems independently while collaborating across the firm.
Required Qualifications
- 2+ years of full-time work experience in finance, investment banking, consulting or strategy
- Proven ability to deal with ambiguous problems, leveraging core financial principles to create viable and innovative solutions
- Solid understanding of corporate finance concepts including capital budgeting, DCF, residual income, cost of capital, IRR, and ROE
- Ability to approach problems methodically, structuring analyses and spreadsheets in an easy to follow manner for individuals unfamiliar with the analysis
- Demonstrated ability to pick up complex concepts quickly, analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), and work well in cross-functional teams
- Quantitatively focused undergraduate and/or graduate degree or other demonstrated quantitative and analytical ability
- Relevant knowledge in at least one of the team’s key content areas (e.g., capital, liquidity, or interest rate risk management, corporate finance, loan or deposit pricing)
- Working knowledge of retail banking and products
- Advanced PowerPoint and Excel skills
- MBA and/or progress towards CFA charter, CPA, CTP, or other financial certification
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